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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ML
301
McAdam LLC
Pennsylvania
$2.36M +$1.03M +36,099 +73%
SFA
302
Sequoia Financial Advisors
Ohio
$2.36M +$156K +5,476 +7%
RDWM
303
Red Door Wealth Management
Tennessee
$2.33M +$305K +10,708 +15%
CA
304
Centerpoint Advisors
Massachusetts
$2.33M
EH
305
Equitable Holdings
New York
$2.3M +$102K +3,567 +4%
BCWM
306
Bartlett & Co Wealth Management
Ohio
$2.28M -$34.4K -1,209 -1%
WA
307
WBH Advisory
Maryland
$2.26M -$16.8K -591 -0.7%
DWM
308
Dakota Wealth Management
Florida
$2.25M -$22.8K -801 -1%
DBRC
309
D.B. Root & Company
Pennsylvania
$2.22M +$747K +26,202 +48%
DWM
310
Destination Wealth Management
California
$2.22M -$22.1K -777 -1%
VWA
311
VSM Wealth Advisory
Maryland
$2.22M +$2.28M +80,182 New
BWM
312
BCS Wealth Management
Tennessee
$2.21M +$2.28M +79,925 New
SFP
313
Strategic Financial Planning
Texas
$2.21M -$5.64K -198 -0.2%
Betterment LLC
314
Betterment LLC
New York
$2.21M -$89.5K -3,140 -4%
AIM
315
Athena Investment Management
California
$2.19M +$36.6K +1,283 +2%
NRI
316
NFP Retirement Inc
California
$2.17M -$19.9K -699 -0.9%
KWA
317
Kingswood Wealth Advisors
California
$2.17M +$136K +4,766 +6%
KF
318
Krilogy Financial
Missouri
$2.16M -$5.58K -196 -0.3%
JPLA
319
Joseph P. Lucia & Associates
New York
$2.15M -$69.9K -2,454 -3%
CFGSD
320
Compass Financial Group (South Dakota)
South Dakota
$2.15M +$23.1K +810 +1%
SP
321
SWS Partners
Ohio
$2.13M +$8.95K +314 +0.4%
NHC
322
Nicholas Hoffman & Company
Georgia
$2.13M +$5.27K +185 +0.2%
WCM
323
Winthrop Capital Management
Indiana
$2.1M +$2.16M +75,798 New
SLT
324
St Louis Trust
Missouri
$2.09M
AGC
325
Aspen Grove Capital
Colorado
$2.06M +$8.63K +303 +0.4%